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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thomas Groh is a financial advisor at Victory Capital Management Inc. Patrick is a registered representative of Victory Capital Management Inc. in Texas and has been in the industry for over 20 years. Patrick has passed the Series 63, Series 66, Series 7, and SIE exams and has been registered as a broker-dealer for many years. Patrick is a seasoned professional who provides a wide array of services, including financial planning, portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolios
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/21/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
08/03/2011 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
OH
06/14/2007 - 03/16/2009
TD AMERITRADE, INC. (CINCINNATI OH)
OH
03/02/1998 - 06/13/2007
FIDELITY BROKERAGE SERVICES LLC (CINCINATTI OH)
BOTH
Issued 08/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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